DID YOU KNOW…
…That in eWay-CRM you can check with which clients you have not communicated for some time? Just do the following:
- Go to the Companies module.
- Click on the Last Activity column header to sort values in the list by this column in ascending order.
- At the top of the list, you can see your clients who you have not communicated with for a long time and have not proceeded any action (added journal, document or email).
- The same function is enabled in the Deals, Projects, and Contact modules. You have a great overview of unfinished business that is without action for a long time.
You can configure this option. Please, follow this link.
For more advanced tips, go to our Knowledge Base.
Be effective! With eWay-CRM.
